SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 16 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $997,479 | -30.6% | 10,863 | -30.6% | 0.14% | -33.2% |
Q2 2023 | $1,436,698 | -5.8% | 15,647 | -5.8% | 0.20% | -16.7% |
Q1 2023 | $1,525,451 | -72.6% | 16,613 | -72.7% | 0.25% | -80.6% |
Q4 2022 | $5,565,301 | +73.9% | 60,843 | +74.1% | 1.27% | +48.8% |
Q3 2022 | $3,201,000 | – | 34,945 | +873525.0% | 0.85% | – |
Q4 2021 | $0 | – | 4 | 0.0% | 0.00% | – |
Q3 2021 | $0 | – | 4 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
WIN ADVISORS, INC | 2,463,060 | $225,616,000 | 83.32% |
PIERSHALE FINANCIAL GROUP, INC. | 1,003,202 | $91,893,000 | 68.99% |
Retireful, LLC | 1,396,435 | $127,913,000 | 63.84% |
Sound Financial Strategies Group, LLC | 445,575 | $40,815,000 | 61.28% |
Price Capital Management, Inc. | 275,000 | $25,140,000 | 55.55% |
Forward Management, LLC | 3,768,576 | $345,202,000 | 38.06% |
Horizon Investments, LLC | 12,409,850 | $1,132,274,000 | 34.79% |
Spartan Planning & Wealth Management | 262,088 | $24,007,000 | 31.42% |
IronBridge Private Wealth, LLC | 342,277 | $31,353,000 | 27.10% |
Tranquilli Financial Advisor LLC | 354,038 | $32,430,000 | 25.70% |